Importing Estimates into Ediphi

In this article, we'll walk you through the steps needed in order to successfully importing an estimate into Ediphi.

1. Let’s start with the basics by creating a Project and/or an Estimate within an already created project. (If you create a project from scratch, the platform automatically creates an estimate for you within said project.)
2. Once your project and estimate are created, we recommend filling out your Area Sheet and setting the Use Groups that will apply to the estimate.
3. Now go into your estimate and click on the Import button, then select the CSV option.

1. A pop-up will appear, where you'll be able to click on Download Sample CSV File.

4. You will need to condition your import file to match the Sample File layout (make sure you save your import file as a CSV).
   1. Excel & Timberline users need to flatten their exports (put all data points in separate columns) and match column header names.
   2. Destini & WinEst users need to match column header names to the sample import file.
   3. We recommend users to create on separate worksheets distinct lists of Sort Fields / WBS Properties that they would like to carry over in the import (these lists will be used to create Sort Field imports in the next step).
5. If the estimate you are importing has custom Sort Fields / WBS Properties, you will need to create these Sort Fields in your project prior to importing the estimate. (If the Sort Fields already exist in your environment, new Sort Fields do not need to be created).
   1. Once you have created and/or selected the Sort Fields in your project, you can proceed to import the sort codes within each of the respective Sort Fields (from step 3, item C above).
6. Now that the Sort Fields are enabled within your project and properly populated with imported sort codes, go back into the estimate and click on the Import button, then select the CSV option.

1. Drag & Drop your CSV estimate file, or click on the drag & drop option in the pop-up, which will allow you to select the file from your computer.

7. You should now see a green pop-up message in the top right hand corner of your screen saying “Successfully Imported xxx(number of) Line Items”. If so, congratulations!  You've finishes importing your estimate. If you see a red pop-up message,  it means you’ve hit an error and your estimate has not been imported. See below for error resolution. 

Common Errors & Resolutions

• All relevant Sort Fields need to be enabled (selected) within the Project prior to importing.
  • You can easily tell which Sort Fields are enabled within the project by looking at their background color. If it’s white, they are not enabled/selected; if it’s gray, they are enabled/selected. Ensure all applicable Sort Fields are enabled, then click Save.

• A Sort Field / Sort Code does not exist in the Project.
  • Ensure all Sort Fields listed in your workbook column headers exist within your project. Sort Codes should also exist within those Sort Fields.
  • Double-check your list and ensure every Sort Code listed in your estimate has been identified and exists within the list of available codes for that Sort Field.
• Order values contain non-numeric values.
  • The Order column should only contain numbers. For example, if your item number is based off UniFormat, you may have an item number "A1010.1234 Spread Footings". You could remove the "A" from the Order number and re-import.

If you have any questions, feel free to contact our support team and we'll be happy to help!